XP Asset Management

Evidence PackPROIndependent

Real EstateDALLAS, TX, Brazil Website

AUM

$123M

Ownership

independent

Stakeability

48 / LOW

Priority

Tier

Employees

XP Asset Management is a private-equity firm specializing in real estate investments and operating independently.

SEC RegisteredFund PerformanceBDC ExposureInstitutional HoldersTeam DataILS DealsRegulatory

Coverage

58%

Adaptive profile: standard

Signals present

7/12

SEC / ADVFund Performance(50)BDC Exposure(20)13F Holders(20)Team(30)ILS Deals(2)Regulatory(25)Legal(0)Lobbying(0)Hiring(0)News(0)GP Stakes Deals(0)

Data Freshness

Recent Changes

Stakeability Breakdown

48 / 100

Fund PerformanceAUM growth and fundraising track record

Team StabilityLeadership continuity and key person risk

Market PositionBrand strength and competitive positioning

Succession ReadinessNext-gen leadership and governance structure

Transaction FeasibilityLikelihood of a stake transaction

Unable to load signal breakdown.

IC Risk Memo

PRO

Investment committee-ready memo with risk analysis and recommendation

Click "Generate Memo" to create an IC-ready analysis

Includes risk factors, citations, and recommendation

CRD Number

288165

SEC File Number

801-110958

Registration Type

Registered

Filing Date

Mar 31, 2025

Employee Count

Discretionary AUM

$654.2M

Private Funds

PE Funds

N/A

VC Funds

N/A

RE Funds

N/A

Hedge Funds

Gross Assets (Private)

$1.2B

Source: SEC IAPD